KENWOOD PLACE II INC (EIN 351784190) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

LAUREN RODRIGUEZ

Phone

3178454171

Tax Period

2024-07-01 to 2025-06-30

KENWOOD PLACE II INC, founded in 1989, is a small nonprofit in the Housing & Shelter sector that reported $232K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $209K left a modest 10% surplus.

Mission

TO PROVIDE LOW-INCOME HOUSING TO THE ELDERLY. TENANTS PAY A PORTION OF THE RENT BASED ON THEIR ABILITY TO PAY AS DETERMINED BY HUD. RENTS ARE SUBSIDIZED BY HUD.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $221,399

Investment Income $10,946

Other Revenue $0

TOTAL REVENUE $232,345

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,694

Fundraising Expenses $0

Program Expenses $209,343

Other Expenses $174,649

TOTAL EXPENSES $209,343

Year-over-Year Comparison

	2024	2023	Change
Revenue	$232,345	$184,080	+0.3%
Expenses	$209,343	$177,569	+0.2%
Net Income	$23,002	$6,511	+2.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
WALTER FREIHOFER	BOARD CHAIR	Officer Director	$0	$0	$0
MJ TRUJILLO	VICE CHAIR	Officer Director	$0	$0	$0
KATHY OVERBEY	SECRETARY	Officer Director	$0	$0	$0
KATHLEEN LARA	TREASURER	Officer Director	$0	$0	$0
LAUREN RODRIGUEZ	BOARD MEMBER	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$232,345	$209,343	$544,801	$23,002
2024	$184,080	$177,569	$511,481	$6,511
2023	$190,264	$184,312	$459,628	$5,952
2022	$164,162	$178,077	$445,738	$-13,915
2021	$160,657	$153,887	$431,147	$6,770
2020	$164,863	$193,735	$424,339	$-28,872

KENWOOD PLACE II INC